Latest Institutional Transactions on Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
25.4K+ 31.5% |
$657K - $793K
|
106K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-66.4K- 4.6% |
$1.72M - $2.08M
|
1.38M
$31.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-8K- 2.07% |
$207K - $250K
|
378K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.42K- 0.89% |
$114K - $138K
|
494K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
349+ 5.72% |
$9.04K - $10.9K
|
6.45K
$146K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
234+ 2.59% |
$6.06K - $7.31K
|
9.28K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-909K- 34.87% |
$23.5M - $28.4M
|
1.7M
$38.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
134KNew |
$3.47M - $4.19M
|
134K
$3.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
69New |
$1.79K - $2.16K
|
69
$1.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28K- 97.1% |
$726K - $876K
|
837
$18.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.5K+ 33.47% |
$168K - $203K
|
25.9K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
15.3KNew |
$395K - $477K
|
15.3K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29.3K- 22.77% |
$758K - $915K
|
99.3K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62K- 19.11% |
$120K - $144K
|
19.5K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.41K- 23.31% |
$62.5K - $75.4K
|
7.94K
$179K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18New |
$466 - $563
|
18
$406
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-28K- 0.42% |
$726K - $876K
|
6.72M
$152M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
45New |
$1.17K - $1.41K
|
45
$1.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
124New |
$3.21K - $3.88K
|
124
$2.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
31.7KNew |
$820K - $990K
|
31.7K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-919- 5.74% |
$23.8K - $28.7K
|
15.1K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.73K+ 31.26% |
$44.8K - $54.1K
|
7.27K
$164K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
682+ 2.79% |
$17.7K - $21.3K
|
25.1K
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-800- 2.08% |
$20.7K - $25K
|
37.6K
$849K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.39K- 23.06% |
$140K - $169K
|
18K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.9K- 96.27% |
$879K - $1.06M
|
1.32K
$29.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
13.5KNew |
$349K - $421K
|
13.5K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.68KNew |
$199K - $240K
|
7.68K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
22.5KNew |
$583K - $704K
|
22.5K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.76K+ 53.85% |
$175K - $211K
|
19.3K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.81K+ 12.26% |
$46.9K - $56.6K
|
16.6K
$374K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
466KNew |
$12.1M - $14.6M
|
466K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-180- 7.9% |
$4.66K - $5.63K
|
2.1K
$47.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 60.0% |
$2.72K - $3.28K
|
280
$6.32K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 9.89% |
$233 - $281
|
100
$2.26K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
145New |
$3.76K - $4.53K
|
145
$3.27K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
213K+ 86.56% |
$5.3M - $6.97M
|
458K
$10.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
420+ 53.23% |
$10.5K - $13.8K
|
1.21K
$27.3K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-23.6K- 9.12% |
$589K - $775K
|
236K
$5.32M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-400- 0.78% |
$9.97K - $13.1K
|
50.7K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4KNew |
$433K - $570K
|
17.4K
$392K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
122KNew |
$3.04M - $4.01M
|
122K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
498K+ 38.08% |
$12.4M - $16.3M
|
1.81M
$40.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-23.8K- 38.25% |
$593K - $780K
|
38.4K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$553K - $728K
|
22.2K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.67M- 51.17% |
$41.6M - $54.7M
|
1.59M
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.6KNew |
$289K - $381K
|
11.6K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
191KNew |
$4.76M - $6.27M
|
191K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
28.7KNew |
$715K - $941K
|
28.7K
$647K
|
|